Latest / Bitcoin News Digest Podcast
Deep Dive 5/19/26
Executive Summary
We are seeing a significant behavioral shift among institutional investors, who are divesting from spot Bitcoin ETFs due to macroeconomic pressures while simultaneously acquiring the underlying physical and custodial infrastructure. Led by institutions like Black Rock, this mass sell-off is triggered by the 10-year Treasury yield rising to 4.63%, which prompts quantitative models to automatically shift capital from volatile digital assets into guaranteed fixed income. However, banking institutions like Standard Chartered are concurrently buying up custodial firms like Zodia…
The skinny
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